Just as Facebook became the platform that defined millennials’ social media experience, TikTok is cruising toward a similar status for Gen Z—but it’s taking a different route.
Is Bob Iger really willing to let Hulu go? The new/old CEO eased up on his predecessor’s aggressive buyout ambitions after a rough quarter.
NBCU leans into measurement partnerships to court CTV budgets: Peacock looks to figure prominently in new offerings.
Netflix’s password sharing crackdown starts off rough: After a set of leaked rules provoked a backlash, Netflix’s plan is kicking off with that feedback in mind.
As the nation readies itself for Super Bowl Sunday, let’s review how this year has gone for the NFL. The league’s ratings for the 2022–2023 season were down 3% from the prior year, and there’s one big reason to blame: Amazon’s Thursday Night Football. Despite the drop, sports leagues will continue to move full steam ahead with exclusive streaming deals while Amazon waits for consumers to catch up.
In a turn echoing Netflix, Disney+ has its first quarterly subscriber loss: Disney managed to squeeze by thanks to strong parks and movie results, but its streaming venture has hit a bump.
WBD rethinks forcing ‘Max’ on Discovery+ users: It will keep offering the service as a standalone rather than alienate and churn subscribers.
“I think it’s kind of a hard sell,” said our analyst Daniel Konstantinovic of Netflix’s Basic with Ads tier. Existing Netflix users are used to ad-free content, and even a cheaper price won’t win most of them over, he said. Could a potential recession change that?
TikTok’s future is anything but guaranteed: While the app remains king of video for now, Meta and Google are making strides to steal market share.
Netflix is making progress on serving ads and clamping down on account sharing: On both fronts, the streamer needs to tread carefully to ensure customer experience remains paramount.
Previously, we didn’t expect video to hit the 50% milestone until after 2024. With advertisers preserving more of their social video budgets during the downturn, this trend was accelerated.
Pressure to drop TikTok from app stores intensifies: Following the removal of TikTok from various government and educational institutions, US senators are urging app stores to drop the controversial app.
Gen Alpha is still a nascent generation, but technology is already a constant in their lives: 36.0 million US children are active internet users, exceeding teen internet users by 11.4 million, per our forecast. This is the data you need to understand the future Gen Alpha.
Say goodbye to Peacock’s free-with-ads tier: The no-cost option will sunset soon as the streamer tries to drive up its revenues per user.
Apple’s 10-year bet on the MLS has begun: The company is asking advertisers to help build a following for sport with no viewership promises.
RIP Showtime—as a standalone brand, that is: Paramount+ and the premium cable TV network are merging, the first of many expected streaming mergers.
Warner Bros. Discovery’s balance sheet is forcing it to play the licensing game: It’s a win for Roku and Tubi. For HBO Max subscribers, not so much.
UK streaming subscribers picked up at end of 2022: Prime Video was a main beneficiary, but data suggests economy still pressuring consumers.
Is exclusivity or access more important for streamers? HBO is testing the long-held theory by releasing the premiere of a hit show on YouTube for free.
Peacock helps Comcast stave off a weak Q4: Strong growth for the streamer comes as competition heats up.